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Schultz financial services, inc.

4.1· 8 reviews
Average ratingGreat
4.1/ 5

Based on 8 reviews

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Ron Valverde
Reviews 1

💯 I am beyond impressed with Schultz Financial Services, Inc. Not only did they offer excellent financial advice, but their personalized approach made me feel valued as a customer. Their team is knowledgeable, efficient, and always ready to assist. Highly recommended! 💯

Brittany Canfield
Reviews 1

I'm extremely happy with the financial advice received from Schultz Financial Services, Inc. Their team truly understands my financial goals and provides tailored solutions to meet them. Their expertise and professionalism are unmatched. Highly recommend them!

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About Schultz financial services, inc.

Medicare; Medicare Education; Medicare Advantage; Medicare Part D; Retirement Planning; Income Planning; Medicare Prescription Drug Plans; Medicare Enrollment; Medicare Agent; Medicaid; Scappoose Medicare; Estate Planning; Social Security Strategies

Schultz Financial Services, Inc. is a company that specializes in providing comprehensive financial planning services to individuals and families. With a focus on Medicare education, Medicare Advantage, Medicare Part D, retirement planning, income planning, Medicare prescription drug plans, Medicaid and estate planning services.

The company has been in business for several years and has built a reputation for providing high-quality financial advice to its clients. The team at Schultz Financial Services is made up of experienced professionals who are dedicated to helping their clients achieve their financial goals.

One of the key areas of expertise at Schultz Financial Services is Medicare education. The team understands that navigating the complex world of healthcare can be overwhelming for many people. That's why they offer personalized guidance to help clients understand their options when it comes to Medicare coverage.

Whether you're looking for information about traditional Medicare or want to explore the benefits of a Medicare Advantage plan, Schultz Financial Services can help. They'll work with you one-on-one to assess your needs and find the right coverage options for your unique situation.

In addition to helping clients navigate the world of healthcare coverage, Schultz Financial Services also offers retirement planning services. Whether you're just starting out in your career or are nearing retirement age, it's never too early (or too late) to start thinking about your future.

The team at Schultz Financial Services will work with you to create a customized retirement plan that takes into account your current financial situation as well as your long-term goals. They'll help you identify potential sources of income during retirement and develop strategies for maximizing those resources.

Another area where Schultz Financial Services excels is estate planning. Many people put off creating an estate plan because they think it's something only wealthy individuals need to worry about. But in reality, everyone can benefit from having an estate plan in place.

Schultz Financial Services will work with you to create an estate plan that meets your specific needs and goals. Whether you're looking to minimize taxes, protect your assets, or ensure that your loved ones are taken care of after you're gone, they can help.

In addition to their expertise in Medicare education, retirement planning, and estate planning, Schultz Financial Services also offers social security strategies. Many people don't realize that there are a variety of strategies for maximizing social security benefits.

The team at Schultz Financial Services will work with you to identify the best strategy for your unique situation. They'll help you understand the various options available and develop a plan that maximizes your benefits while minimizing taxes.

Overall, Schultz Financial Services is a company that is dedicated to helping its clients achieve financial success. With a focus on personalized service and expert advice in areas like Medicare education, retirement planning, estate planning and social security strategies they can help you navigate the complex world of finance with confidence.

Address
52461 columbia river highway